Al Flanagan
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Tyler, TX, US
- LinkedIn followers
- 500 followers
About Al Flanagan
As a wealth management advisor at Northwestern Mutual, I’m deeply passionate about…
Experience
Wealth Management Advisor
Jan 2001 — Present
At Northwestern Mutual, we don’t start with finances, we start with the person. At the beginning of every new relationship, we take the time to understand where our clients are now and where they want to be in the future. This means diving deep into what excites them, what scares them, where they hope to be, areas where they already feel good, and where they want to improve. After we establish “point A” and “point B,” we consider all the tools and strategies we have at our disposal to make the journey between the two points. Then, we prepare a comprehensive financial plan that’s understandable, succinct, and palatable for our clients. Our hope is that our clients can breathe a sigh of relief knowing we’re here to help them navigate their financial futures with confidence. Our approach is simple—build the plan around the individual or business. Yet, we’ve discovered we’re different from most financial service providers out there. Where other firms focus on a single element of a client’s financial picture, like insurance or retirement, we take a holistic view to ensure every piece of the financial plan is working together toward the same goals. Our clients benefit from our ability to package everything together and take the burden of managing lots of moving pieces off their shoulders. Unlike smaller firms, Northwestern Mutual is built to serve individuals, families, and businesses for generations, even after their advisors retire. For me, it’s a comfort to know that if my clients were to outlive me, they would continue to receive uninterrupted care thanks to our remarkable network. The systems and processes we use are intended to support clients throughout their entire lifetimes. If you want to spend more time focusing on what excites you and less time worrying about your financial direction, let’s connect for a conversation. You can learn more about me and my team at my website, al-flanagan.com, or reach out to me directly. 90••••••92 a••••••••@nm.com
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